Barton Investment Management
Latest statistics and disclosures from Barton Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NFLX, AMZN, ATHN, ERTS, Grubhub, and represent 62.31% of Barton Investment Management's stock portfolio.
- Added to shares of these 7 stocks: Shopify Inc cl a, ATHN, Alphabet Inc Class A cs, Grubhub, Air Lease Corp Com, Equinix, Paypal Holdings.
- Reduced shares in these 10 stocks: Palo Alto Networks, QCOM, NFLX, APC, TROW, JNJ, Abbvie, AMZN, DIS, ERTS.
- Sold out of its positions in APC.
- Barton Investment Management was a net buyer of stock by $802624.
- Barton Investment Management has $378.93M in assets under management (AUM), growing by 10.18%.
Companies in the Barton Investment Management portfolio as of June 2017 quarter
| Company (Ticker) | Portfolio Weight | Share Count | Change in Shares | Price |
|---|---|---|---|---|
| Netflix (NFLX) | 26.23 | 665181 | 149.41 | |
| Amazon (AMZN) | 12.63 | 49438 | 968.00 | |
| athenahealth (ATHN) | 8.87 | 239194 | +6% | 140.55 |
| Electronic Arts (ERTS) | 8.08 | 289529 | 105.72 | |
| Grubhub | 6.51 | 565690 | +2% | 43.60 |
| American Tower Reit | 6.19 | 177360 | 132.32 | |
| Shopify Inc cl a | 5.95 | 259650 | +12% | 86.90 |
| Equinix | 5.17 | 45648 | +2% | 429.15 |
| Paypal Holdings | 4.77 | 337047 | +2% | 53.67 |
| Air Lease Corp Com | 4.52 | 458015 | +2% | 37.36 |
| QUALCOMM (QCOM) | 2.00 | 137018 | -11% | 55.22 |
| Alphabet Inc Class A cs | 1.35 | 5518 | +28% | 929.68 |
| Berkshire Hathaway (BRK.A) | 0.81 | 12 | 254666.67 | |
| T. Rowe Price (TROW) | 0.78 | 39858 | -4% | 74.21 |
| Johnson & Johnson (JNJ) | 0.76 | 21852 | -2% | 132.30 |
| Exxon Mobil Corporation (XOM) | 0.66 | 30987 | 80.74 | |
| Berkshire Hathaway Inc. Class B | 0.62 | 13815 | 169.38 | |
| American Express Company (AXP) | 0.52 | 23462 | 84.22 | |
| Microsoft Corporation (MSFT) | 0.51 | 27946 | 68.92 | |
| Philip Morris International (PM) | 0.22 | 7085 | 117.43 | |
| Alphabet Inc Class C cs | 0.22 | 905 | 908.29 | |
| Walt Disney Company (DIS) | 0.20 | 7307 | -5% | 106.20 |
| Apple (AAPL) | 0.19 | 4985 | 144.03 | |
| ICU Medical, Incorporated (ICUI) | 0.19 | 4275 | 172.40 | |
| Merck & Co (MRK) | 0.18 | 10924 | 64.08 | |
| Abbvie | 0.17 | 8994 | -8% | 72.49 |
| Northern Trust Corporation (NTRS) | 0.15 | 5888 | -5% | 97.15 |
| Oracle Corporation (ORCL) | 0.15 | 11375 | 50.11 | |
| CIGNA Corporation (CI) | 0.14 | 3125 | -2% | 167.36 |
| Kinder Morgan, Inc. | 0.13 | 25000 | 19.16 | |
| Altria (MO) | 0.13 | 6740 | 74.48 | |
| HCP (HCP) | 0.13 | 16000 | 31.94 | |
| Abbott Laboratories (ABT) | 0.12 | 8994 | 48.59 | |
| Wells Fargo & Company (WFC) | 0.12 | 8420 | -2% | 55.46 |
| Adobe Systems Incorporated (ADBE) | 0.12 | 3200 | 141.56 | |
| Automatic Data Processing (ADP) | 0.11 | 4000 | 102.50 | |
| Pfizer (PFE) | 0.08 | 8700 | 33.56 | |
| Colgate-Palmolive Company (CL) | 0.08 | 4000 | 74.25 | |
| Teleflex Incorporated (TFX) | 0.07 | 1200 | 207.50 | |
| Chevron Corporation (CVX) | 0.06 | 2088 | 104.41 | |
| E.I. du Pont de Nemours & Company (DD) | 0.06 | 2613 | 80.75 | |
| Palo Alto Networks | 0.05 | 1545 | -94% | 133.98 |
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Past 13F-HR SEC Filings by Barton Investment Management
- Barton Investment Management 2017 Q1 filed April 26, 2017
- Barton Investment Management 2016 Q4 filed Jan. 24, 2017
- Barton Investment Management 2016 Q3 filed Nov. 8, 2016
- Barton Investment Management 2016 Q2 filed Aug. 3, 2016
- Barton Investment Management 2016 Q1 filed April 28, 2016
- Barton Investment Management 2015 Q4 filed Feb. 8, 2016
- Barton Investment Management 2015 Q3 filed Nov. 6, 2015
- Barton Investment Management 2015 Q2 filed Aug. 18, 2015
- Barton Investment Management 2015 Q1 filed May 7, 2015
- Barton Investment Management 2014 Q4 filed Feb. 6, 2015
- Barton Investment Management 2014 Q2 filed Aug. 11, 2014
- Barton Investment Management 2014 Q1 filed May 8, 2014
- Barton Investment Management 2013 Q4 filed Feb. 11, 2014
- Barton Investment Management 2013 Q3 filed Nov. 7, 2013
- Barton Investment Management 2013 Q2 filed Aug. 9, 2013
- Barton Investment Management 2013 Q1 filed April 29, 2013
- Barton Investment Management 2012 Q4 filed Feb. 7, 2013
- Barton Investment Management 2012 Q3 filed Nov. 6, 2012
- Barton Investment Management 2012 Q2 filed Aug. 3, 2012